STEP 1
Connect Clio Manage and Deskpro
Save credentials in WEXTL once. We store them encrypted and reuse the authorization across every workflow [3]. No coding or API skills required.
Clio Manage and Deskpro Integration
Build support workflows between Clio Manage and Deskpro on a visual canvas — set up data fields sync between apps once and let data flow when events come automatically. Integration will work without code and your team will see the workflow inside WEXTL® builder.
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Learn about Clio Manage and Deskpro
Detailed info you need to know about Clio Manage and Deskpro integrations in WEXTL. Explore which modules apps support and how you connect them.
Clio Manage
Manage matters, contacts, tasks, billing, documents, and calendars in Clio Manage legal practice management. [5]
How to connect Clio Manage to Deskpro
Set up your Clio Manage and Deskpro integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Clio Manage and Deskpro nodes onto the canvas [4], or describe what you want and WEXTL wires the flow together with AI Builder.
STEP 3
Map your data
Choose which fields need to sync between Clio Manage and Deskpro. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Clio Manage and Deskpro work in WEXTL?
WEXTL exposes actions and triggers for Clio Manage and Deskpro that help you connect apps and automate repetitive tasks [1]. A trigger is an event that happens, an action — a step that performs when the event has occurred.
Clio Manage triggersDeskpro actions
Clio Manage modules
- Create a Bank AccountCreates a new bank account in Clio.
- Create a Bank TransactionCreates a new bank transaction in Clio.
- Create a CalendarCreates a new calendar in Clio.
- Create a Calendar EntryCreates a new calendar entry on a Clio calendar.
- Create a Clio Payment LinkCreates a new Clio Payments link that a client can use to pay.
- Create a CommunicationCreates a new communication record, such as an email or call log, in Clio.
- Create a ContactCreates a new person or company contact in Clio.
- Create a Conversation MessageCreates a new message in a Clio conversation.
- Create a DocumentCreates a new document in Clio.
- Create a Document TemplateCreates a new document template in Clio.
- Create a FolderCreates a new folder in Clio under a parent folder, contact, or matter.
- Create a GrantCreates a new grant in Clio.
- Create a GroupCreates a new user group in Clio.
- Create a MatterCreates a new matter for a client in Clio.
- Create a Medical Records DetailCreates a new medical records detail for a matter in Clio.
- Create an ActivityCreates a new time or expense activity entry in Clio.
- Create an Activity DescriptionCreates a new activity description in Clio.
- Create an Activity RateCreates a new activity rate in Clio.
- Create an Expense CategoryCreates a new expense category in Clio.
- Create a NoteCreates a new note on a matter or contact in Clio.
- Create a ReminderCreates a new reminder in Clio.
- Create a TaskCreates a new task assigned to a user in Clio.
- Create a Task TemplateCreates a new task template in Clio.
- Delete a Bank AccountDeletes a bank account from Clio by its ID.
- Delete a Bank TransactionDeletes a bank transaction from Clio by its ID.
- Delete a BillDeletes or voids a bill in Clio by its ID.
- Delete a CalendarDeletes a calendar from Clio by its ID.
- Delete a Calendar EntryDeletes a calendar entry from Clio by its ID.
- Delete a CommunicationDeletes a communication from Clio by its ID.
- Delete a ContactDeletes a contact from Clio by its ID.
- Delete a DocumentDeletes a document from Clio by its ID.
- Delete a Document TemplateDeletes a document template from Clio by its ID.
- Delete a FolderDeletes a folder from Clio by its ID.
- Delete a GrantDeletes a grant from Clio by its ID.
- Delete a GroupDeletes a user group from Clio by its ID.
- Delete a MatterDeletes a matter from Clio by its ID.
- Delete a Medical Records DetailDeletes a medical records detail from Clio by its ID.
- Delete an ActivityDeletes an activity from Clio by its ID.
- Delete an Activity DescriptionDeletes an activity description from Clio by its ID.
- Delete an Activity RateDeletes an activity rate from Clio by its ID.
- Delete an Expense CategoryDeletes an expense category from Clio by its ID.
- Delete a NoteDeletes a matter or contact note from Clio by its ID.
- Delete a ReminderDeletes a reminder from Clio by its ID.
- Delete a TaskDeletes a task from Clio by its ID.
- Delete a Task TemplateDeletes a task template from Clio by its ID.
- Get a Bank AccountRetrieves a single bank account from Clio by its ID.
- Get a Bank TransactionRetrieves a single bank transaction from Clio by its ID.
- Get a Bank TransferRetrieves a single bank transfer from Clio by its ID.
- Get a BillRetrieves a single bill from Clio by its ID.
- Get a CalendarRetrieves a single calendar from Clio by its ID.
Deskpro modules
- Approve an ApprovalApproves an approval process or request.
- Cancel an ApprovalCancels an approval request currently in process.
- Create an Agent ChatCreates a new agent chat.
- Create an Agent Chat MessageCreates a new agent chat message.
- Create an Agent TeamCreates a new agent team in the system.
- Create an Approval TemplateCreates a new approval template in the system.
- Create an Approval TypeCreates a new approval type in the system.
- Create an ArticleCreates a new article.
- Create an Article Custom FieldCreates a new custom field for an article.
- Create a New Community TopicCreates a new community topic.
- Create a TaskCreates a new task in the specified task list.
- Create a TicketCreates a new ticket in the system.
- Create a Ticket ApprovalCreates a new ticket approval in the system.
- Create a User ChatCreates a new user chat.
- Create User Chat MessagesCreates new user chat messages.
- Delete a Community TopicRemoves a community topic from the system.
- Delete an AgentDeletes an agent from the system.
- Delete an Agent ChatDeletes an existing agent chat.
- Delete an Agent Chat MessageDeletes an agent chat message from the conversation.
- Delete an Agent GroupDeletes details for a specific agent group.
- Delete an Agent TeamDeletes details for a specific team group.
- Delete an Approval TemplateDeletes an approval template.
- Delete an Approval TypeDeletes an approval type from the system.
- Delete an ArticleDeletes an article from the database or content management system.
- Delete Article Custom FieldsRemoves an article custom field.
- Delete a TaskRemoves a task.
- Delete a TicketDeletes a ticket in the system.
- Delete a User ChatDeletes a user chat from the system.
- Download an Article as PDFDownloads an article as a PDF file.
- Get a Community TopicRetrieves a community topic.
- Get Agent Group CountRetrieves the count of agent groups.
- Get Agents CountRetrieves the count of all agents.
- Get Agents' Extended ModelsRetrieves all agents' extended models.
- Get Agent Team CountRetrieves the count of agents in a team.
- Get a JobRetrieves a job based on a specified ID or criteria.
- Get an AgentRetrieves details for a specific agent.
- Get an Agent ChatRetrieves a new agent chat.
- Get an Agent Chat MessageRetrieves an agent chat message.
- Get an Agent GroupRetrieves details for a specific agent group.
- Get an Agent TeamRetrieves details for a specific agent team.
- Get an Approval TemplateRetrieves details for an approval template.
- Get an Approval Template CountRetrieves details for an approval template count.
- Get an Approval TypeRetrieves the details for an approval type.
- Get an Approval Type CountRetrieves details for an approval type count.
- Get an ArticleRetrieves details for an article.
- Get Approval Responses CountRetrieves the count of approval responses.
- Get Article CountRetrieves the count of all articles.
- Get Article Custom FieldRetrieves a custom field from an article.
- Get a TaskRetrieves a task from the service.
- Get a TicketRetrieves a ticket based on specified criteria.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Clio Manage and Deskpro integrations. Pick any from the list below if the current combination isn't the one you need.
Frequently asked questions
Common questions about connecting Clio Manage and Deskpro.
Connect your Clio Manage and Deskpro accounts once, pick a trigger in one app and an action in the other, then map the fields so data flows automatically between them. [3]
Example: when Clio Manage's "Watch Activities" fires, WEXTL can "Approve an Approval" in Deskpro. Clio Manage has 25 triggers (including Watch Activities, Watch Bank Accounts, and Watch Bank Transactions); Deskpro has 92 actions (including Approve an Approval, Cancel an Approval, and Create an Agent Chat). Add filters and transforms between steps when you need them. [1]
Yes — the integration works in both directions. Use each app's triggers to start a workflow and the other app's actions to update it. [2]
No. Clio Manage-to-Deskpro automations are built visually on the canvas. You can optionally add custom JavaScript with Functions when you need advanced logic. [4]
Yes. Trigger-based automations start the moment Clio Manage (or Deskpro) fires a new event — webhook-backed apps run within seconds, and polling-only apps re-check on a schedule you control. [7]
A first automation typically takes 5–10 minutes: connect each app's credential once, drop a trigger + action onto the canvas, map the fields, and turn the workflow on.
You can build your Clio Manage + Deskpro automation on a 3-day trial with every feature unlocked. Cancel anytime. For your protection, a small deposit is charged to your card when your trial starts. It counts toward your first payment and is non-refundable. [8]
References
List of sources used to gather information about the Clio Manage and Deskpro integration.
- Clio Manage and Deskpro integration source code, module specs and credentials implementation.
- Our Clio Manage and Deskpro integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Clio Manage and Deskpro — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
- WEXTL® visual workflow builder, anonymized data from our technical support team.
- Clio Manage integration information
- Deskpro integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library